Our growing Insurance Broking client are looking to recruit a new Personal Lines Insurance Advisor to join their team.
You will be responsible for handling Home and Motor Insurance and will be dealing with all aspects of broking, New Business, MTA's and Renewals for your clients.
You will be familiar with and adhere to strict FCA, DPA, TCF and MID regulations and liaise with your Customer via telephone, written communication and occasionally face to face.
You will be working with an impressive client portfolio including HNWIs, Trusts & Estates and business owners involving a mix of tax planning, compliance, ad hoc advisory work and regular client liaision.
Tax Specialists Taylor Rose Recruitment have been instructed on a Private Client Tax Manager or Senior Manager opportunity on behalf of our client a highly reputable firm in Truro, Cornwall.
Perfect for a CTA Qualified Private Client Tax professional looking for a varied role, lots of flexibility and an excellent work life balance.
We are seeking a Paraplanner to join our clients growing team.
The primary purpose of the Paraplanner is to support all members of the client service team.
If you are interested in the financial planning and investment management business and want to grow professionally by working alongside industry veterans, this might be a good fit for you.